Julie Segal • September 20, 2017
Investors are piling into factor-based investments for their simplicity and low fees. But a new academic paper authored by AQR researchers argues that sloppy implementation of these strategies is costing them returns.
Julie Segal • September 20, 2017
The venture investors led the latest seed round for online real estate investment service AlphaFlow, which allows users to invest in a pool of real estate loans.
Julie Segal • September 18, 2017
Proposed tax hits on 401(k) contributions could cut into the U.S. economy, policy experts warn. But staving off these changes and closing the retirement shortfall gap could actually ignite growth, they add.
Joe McGrath • September 17, 2017
BlackRock faces competition from firms such as Goldman Sachs and Invesco as pension plans prepare to add new managers, a survey found.
Joe McGrath • September 15, 2017
Fund bosses take to the road as State Street prepares to broaden its voting policy against all-male boards.
Amy Whyte • September 14, 2017
A new paper from the University of Chicago argues that issuing non-voting stock allows informed shareholders to acquire more influence at a lower cost.
Joe McGrath • September 14, 2017
Regulators are worried that pension plan trustees are overpaying for potentially conflicted advice in an investment consulting industry dominated by three firms.
Joe McGrath • September 11, 2017
The settlement with the U.K.’s pensions regulator comes six months after the business first announced plans to close the existing scheme.
Alicia McElhaney • September 09, 2017
BlackRock could reportedly take over CalPERS buyout business, which would help the pension fund reduce costs.
Amy Whyte • September 06, 2017
The veteran investor and longtime chief of America’s second largest public pension will be celebrated at Institutional Investor’s inaugural Allocators’ Choice Awards in November.
Julie Segal • September 06, 2017
With fewer workers to support a growing retiree pool, Canadian pensions are borrowing money to try and jolt returns.
Joe McGrath • September 06, 2017
Members of the U.K.’s Universities Superannuation Scheme are pressing the £60 billion fund to disclose private communication affecting their benefits.
Amy Whyte • September 05, 2017
Japan’s Government Pension Investment Fund tops Willis Towers Watson’s annual ranking of the biggest pension funds globally.
Joe McGrath • September 05, 2017
A new report from the industry trade body for Britain’s pension funds says weak governance is a source of poor performance — and it’s putting millions of retirees at risk.
Dan Weil • September 01, 2017
Some experts are skeptical that the ProSports Sponsors Fund, which began trading in July, is an investment winner.
Joe McGrath • August 30, 2017
Asian investors helped commercial property sales exceed £2.1 billion in July, a monthly volume not seen since 2007.
Leanna Orr • August 30, 2017
After losing its CIO to Los Angeles County, the state retirement fund has found its next one — Dominic Garcia — at the State of Wisconsin Investment Board’s vaunted investment team.
Alicia McElhaney • August 28, 2017
Kite Pharma has likely been a target for bearish bets because the cancer-fighting technology it uses — CART — is new to the market, says Wedbush biotechnology analyst David Nierengarten.
Allen T. Cheng • August 25, 2017
The insurer has invested in venture capital-backed firms for their expertise in technology, a move that’s helping Ping An expand its financial supermarket.
Staff • August 24, 2017
About two-thirds of smart-beta index track records are not based on real investment returns but often unrealistic backtests.
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